As Cloud Technology Booms, Cybersecurity Often Lags
Ericsson’s Jason Boswell says there is a “lack of transformation of policy keeping up with the pace of change of moving to the cloud.”
Schwab, LPL Investment Chiefs: Risk of Recession Is Low, but ‘Not Zero’
Recession risk is up based on recent economic indicators, but it’s still not high, according to experts from Charles Schwab and LPL Financial.
Advisors, It Pays to Thank Clients — Consistently: Janus Labs
Those who express gratitude regularly and systematically have significantly higher AUM than those who do not, Janus finds.
4 SEC Exam Priorities Advisors Need to Know: Brian Hamburger
The MarketCounsel CEO highlights the exam priorities that the SEC “has shown by their actions, not by their words.”
LinkedIn’s 4 Tech Trends to Know When Facing Next-Gen Clients
High tech or high touch? Next gen clients want both, a study finds.
When Advisors Break Away, Cybersecurity Also Gets Broken
While breakaway advisors may have the freedom to embrace new technologies, that freedom comes with new cybersecurity risks.
Despite Weakening Art Market, These 4 Areas Show Strength
Sales at Christie’s fell sharply in the first half of 2016 compared to a year ago, but certain areas of the market are showing strength.
Americans ‘Clueless’ About Social Security Benefits: Sen. McCaskill
A GAO report commissioned by Sens. McCaskill and Collins found the SSA does not consistently provide key information during the claiming process.
Stifel to Acquire Indiana-based City Financial
Stifel Financial Corp. will acquire City Financial and its wholly owned subsidiary, independent investment bank City Securities.
HNW Individuals’ Lax Security Easy Target for Fraud
Executive impersonation is up more than 100% in the past 6 months, David Stender of M&T Bank says.